13F HOLDINGS REPORT
Value Star Asset Management (Hong Kong) Ltd
Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001842246-23-000001
Total Value
$127,908
Positions
28
Other Managers
0
Confidential Omitted
Yes
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SNOWFLAKE INC | SNOW | 202,212 | $29.0M | 22.69% |
| 2 | TESLA INC | TSLA | 155,830 | $19.2M | 15.01% |
| 3 | MICROSOFT CORP | MSFT | 62,101 | $14.9M | 11.64% |
| 4 | Cloudflare Inc | NET | 279,000 | $12.6M | 9.86% |
| 5 | NVIDIA corp | NVDA | 58,950 | $8.6M | 6.74% |
| 6 | Moderna inc | MRNA | 34,349 | $6.2M | 4.82% |
| 7 | ALPHABET INC | GOOG | 67,382 | $6.0M | 4.67% |
| 8 | PINDUODUO INC -ADR | PDD | 65,900 | $5.4M | 4.20% |
| 9 | SHOPIFY INC - CLASS A | SHOP | 136,540 | $4.7M | 3.71% |
| 10 | Inmode Ltd | INMD | 114,154 | $4.1M | 3.19% |
| 11 | ESTEE LAUDER | 518439104 | 7,000 | $1.7M | 1.36% |
| 12 | VISA | V | 8,000 | $1.7M | 1.30% |
| 13 | STARBUCKS CORP | SBUX | 15,000 | $1.5M | 1.16% |
| 14 | UBER TECHNOLOGIES INC | UBER | 60,000 | $1.5M | 1.16% |
| 15 | MICRON TECH | MU | 24,100 | $1.2M | 0.94% |
| 16 | NIKE INC -CL B | NKE | 10,000 | $1.2M | 0.91% |
| 17 | BAIDU INC - SP ADR | BAIDF | 10,000 | $1.1M | 0.89% |
| 18 | KE HOLDING -ADR | BEKE | 78,800 | $1.1M | 0.86% |
| 19 | NORTHROP GRUMMAN CORP | NOC | 2,000 | $1.1M | 0.85% |
| 20 | ON SEMICONDUCTOR CORP | ON | 15,000 | $935,550 | 0.73% |
| 21 | ENPHASE ENERGY | ENPH | 2,500 | $662,400 | 0.52% |
| 22 | ANALOG DEVICES | ADI | 4,000 | $656,120 | 0.51% |
| 23 | LULULEMON ATH | LULU | 2,000 | $640,760 | 0.50% |
| 24 | ZSCALER INC | ZS | 5,000 | $559,500 | 0.44% |
| 25 | APPLE INC | AAPL | 4,000 | $519,720 | 0.41% |
| 26 | WOLF WOLFSPEED INC | WOLF | 7,000 | $483,280 | 0.38% |
| 27 | AIRBNB INC-A | ABNB | 5,000 | $427,500 | 0.33% |
| 28 | CROWDSTRIKE HOLDINGS INC - A | CRWD | 2,500 | $263,225 | 0.21% |